A focused practice.
A focused set of clients.
We work best with people and businesses whose tax lives have outgrown turnkey software, and who want a real conversation with the partner doing the work. If you see yourself below, we should talk.
Owner-Operated Businesses
S-corps, partnerships, LLCs, and C-corps across services, professional, and light manufacturing, from the first entity filing through eventual sale.
Physicians & Dental Practices
Compensation design, practice-entity structure, retirement plans, and the planning questions that arrive with a successful practice.
Professional Services Firms
Law, architecture, engineering, consulting. Partner compensation, PTET elections, and multi-owner profit allocation done right.
Real-Estate Investors
Schedule E portfolios, cost-segregation studies, 1031 exchanges, passive-activity rules, and the multi-state filings that follow.
High-Net-Worth Families
Multi-K-1 returns, alternative investments, private-fund interests, gifting strategies, and multi-generational planning.
Equity-Compensated Professionals
ISOs, NSOs, RSUs, and AMT planning for executives and employees at pre-IPO and recently-public companies.
Estates & Trustees
Fiduciary returns, estate and gift filings, distribution planning, and the steady advisory work that follows a complex life.
Pre-Retirees & Recent Retirees
Roth-conversion modeling, Social Security timing, IRMAA thresholds, and the decade where every tax move compounds.
Individuals
From a straightforward return to a year with a move across state lines, a business sale, an inheritance, or an IRS notice. Whatever this year looks like, we help.
When in doubt,
just ask.
The categories above are a guide, not a gate. If your situation is somewhere in between, a 30-minute call is the fastest way to find out whether we're the right firm, and we'll tell you honestly either way.
